Anic Equity¶
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Total return since start: 0.606 %¶
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Equity now: -----------------------------> 49069.2 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45007.66 Kr¶
PnL: ---------------------------------------> -48.34 Kr¶
DD now: ---------------------------------> -7.626 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 16:54:20.930215'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.060000 | 1666.620000 | 197.620000 | 13.450000 | 1468.999998 |
| Orrön Energy | 180 | -2.410000 | 2149.200000 | 106.200000 | 5.200000 | 2043.000000 |
| Atrium Ljungberg B | 5 | -0.050000 | 994.500000 | 59.500000 | 6.360000 | 935.000000 |
| Sagax B | 4 | 0.490000 | 901.600000 | 47.600000 | 5.570000 | 854.000000 |
| Hoist Finance | 35 | 0.860000 | 1025.500000 | 45.500000 | 4.640000 | 980.000000 |
| Sagax A | 4 | 0.000000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| Hexatronic Group | 12 | 0.100000 | 1002.720000 | 35.720000 | 3.690000 | 966.999996 |
| Catena | 2 | -1.480000 | 826.400000 | 34.400000 | 4.340000 | 792.000000 |
| JM | 6 | -1.200000 | 891.600000 | 27.600000 | 3.190000 | 864.000000 |
| Platzer Fastigheter Holding B | 12 | -3.650000 | 982.800000 | 21.800000 | 2.270000 | 960.999996 |
| OX2 | 13 | 1.230000 | 966.550000 | 16.550000 | 1.740000 | 949.999999 |
| Biotage | 7 | -0.580000 | 952.000000 | 11.000000 | 1.170000 | 940.999997 |
| Bilia A | 8 | -0.790000 | 908.800000 | 8.800000 | 0.980000 | 900.000000 |
| Gränges | 9 | -0.860000 | 934.200000 | 6.200000 | 0.670000 | 927.999999 |
| HEXPOL B | 9 | -0.530000 | 1022.400000 | 1.400000 | 0.140000 | 1020.999996 |
| BioGaia B | 8 | -2.020000 | 931.200000 | 1.200000 | 0.130000 | 930.000000 |
| AcadeMedia | 8 | -1.180000 | 401.600000 | -0.400000 | -0.100000 | 402.000000 |
| VEF | 909 | -3.330000 | 1845.270000 | -4.730000 | -0.260000 | 1850.000436 |
| Clas Ohlson B | 12 | -2.200000 | 962.400000 | -10.600000 | -1.090000 | 972.999996 |
| Byggmax Group | 33 | -2.980000 | 944.460000 | -11.540000 | -1.210000 | 956.000001 |
| ASSA ABLOY B | 3 | -1.770000 | 765.900000 | -13.100000 | -1.680000 | 779.000001 |
| Addnode Group B | 11 | 0.610000 | 907.500000 | -13.500000 | -1.470000 | 921.000003 |
| EQT | 4 | -2.390000 | 816.400000 | -15.600000 | -1.880000 | 832.000000 |
| Creaspac SPAC | 39 | -0.110000 | 3693.300000 | -24.700000 | -0.660000 | 3717.999987 |
| Alimak Group | 11 | -1.680000 | 903.100000 | -24.900000 | -2.680000 | 927.999996 |
| Nordic Waterproofing Holding | 7 | -1.320000 | 940.800000 | -26.200000 | -2.710000 | 966.999999 |
| INVISIO | 16 | 1.110000 | 3656.000000 | -33.000000 | -0.890000 | 3689.000000 |
| SKF B | 5 | -1.520000 | 904.250000 | -35.750000 | -3.800000 | 940.000000 |
| Sedana Medical | 93 | -6.780000 | 2481.240000 | -39.760000 | -1.580000 | 2521.000011 |
| Latour B | 4 | -0.290000 | 813.600000 | -43.400000 | -5.060000 | 857.000000 |
| Indutrade | 5 | -1.550000 | 1171.500000 | -46.500000 | -3.820000 | 1218.000000 |
| Vitec Software Group B | 2 | -2.460000 | 1033.000000 | -54.000000 | -4.970000 | 1087.000000 |
| Bufab | 3 | -1.090000 | 1039.200000 | -69.800000 | -6.290000 | 1109.000001 |
| BHG Group | 97 | -2.040000 | 1353.150000 | -105.850000 | -7.250000 | 1458.999989 |
| Hexagon B | 26 | -3.030000 | 3329.300000 | -131.700000 | -3.810000 | 3461.000010 |
| TOTAL | 45014.060000 | -41.940000 | -7.61431% | 45056.000411 |
Updated:¶
'2023-07-05 16:54:04.808406'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
